NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
03/18/2025
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Official data from USPTO
1792 WEALTH ADVISORS
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
1792 WEALTH ADVISORS
ST13
US500000087905634Class
36
Filing
87905634
Registration
5642104
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
21
Latest update
03/19/2025
Trademark type
Word
Nice classes
36
Filing date
05/03/2018
Registration date
01/01/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/18/2025
Last transaction
03/19/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
08/17/2017
First use in commerce
08/17/2017
Drawing code
4
Owner type
16
Owner location
Morristown, NJ
Examiner
OPUTA, CHIOMA
Current location
Historical data usage
Holders and representatives
Holders
1792 Wealth Advisors, LLC
Representatives
Lori P. Hager, Esq. Kyberia Legal, LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Banking consultation; Banking and financing services; Credit and financial consultation; Estate planning; Estate trust planning; Financial consultancy; Financial consultation in the field of environmental managementadvising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information provided by electronic means in the field of personal finance and capital market consulting; Financial planning consultation; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial serviceswealth management services; Financial trust planning; Investment advice; Investment advice in the fields of personal finance and capital market consulting; Investment advisory services; Investment management in the fields of personal finance and capital market consulting; Investment of funds; Investment of funds for others in the fields of personal finance; Mutual fund investment; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Trust management accounts
Publications
History of USPTO decisions and trademark events.
21 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
03/18/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/18/2025
E815
TEAS SECTION 8 & 15 RECEIVED
11/19/2024
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
01/01/2024
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
08/08/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08/08/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08/08/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
01/01/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
10/16/2018
PUBO
PUBLISHED FOR OPPOSITION
10/16/2018
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
09/26/2018
ALIE
ASSIGNED TO LIE
09/10/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/28/2018
XAEC
EXAMINER'S AMENDMENT ENTERED
08/28/2018
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
08/28/2018
GNEA
EXAMINERS AMENDMENT E-MAILED
08/28/2018
CNEA
EXAMINERS AMENDMENT -WRITTEN
08/28/2018
DOCK
ASSIGNED TO EXAMINER
08/27/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/12/2018
NWAP
NEW APPLICATION ENTERED
05/07/2018
Continuous trademark protection
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